HARTFORD FINANCIAL Overview

Hartford Financial Management Inc. is an investment advisor that manages 757.5 MM dollars in regulatory AUM and has 10 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/05 to 09/30/16. The fund's latest filing disclosed 165MM in positions, representing 22% of the manager's regulatory AUM.

HARTFORD FINANCIAL StockAlpha

-0.8%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

HARTFORD FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
FBT 3.57% ETF -6.65% -0.3% 1 2%
CVS 3.25% Cons. Staples -12.35% -0.24% 0 25%
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FEATURED IN
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HARTFORD FINANCIAL Founders and Key Employees

Name Title In Position Since
Rafael D. Quiros President October-1988
Ann E. Cohen Chief Compliance Officer, Treasurer September-2004

HARTFORD FINANCIAL Brokers, Custodians, Auditors and Administrators

Type Company

HARTFORD FINANCIAL Investment Strategy

ITEM 8 ANALYSIS METHOD, INVESTMENT STRATEGIES, RISK of
LOSS



Investing in securities using any strategy or analysis, whether on one’s own or with the guidance of an investment adviser, involves risk of different types. The types include the risk of loss of principal, loss of the original money or assets put into the investment, among others. Clients should be prepared to bear the risk of loss when investing, regardless of the type of investment program or types of securities purchased.

In its investment advisory role, Hartford Financial Management, Inc. aims to gather information from each client about the client’s risk tolerance and ability to absorb risk, as well as the client’s financial resources and goals. We use the information supplied to guide our planning and investment choices for the client. We urge the client to keep us abreast of any changes in those characteristics. We also urge the client to make us aware of other investment...
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HARTFORD FINANCIAL Portfolio Concentration

HARTFORD FINANCIAL Location

ONE CONSTITUTION PLAZA, 9TH FLOOR
HARTFORD, Connecticut
UNITED STATES, 06103

HARTFORD FINANCIAL Contact Information

Phone Number: 860-241-0028
Fax Number: 888-307-6981
Website:

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